Stacey Crane

Handled case documentation safely and securely for client confidentiality

Carried out identification checks and obtained evidence of source of funds to comply with AML

Checked title documentation and reported to the client accordingly

Communicated between clients and the mortgage lenders

Communicated with the clients and third parties - agents and brokers to keep them updated

Attended training webinars to keep up to date with current risks such as phishing and money laundering.

Handled case documentation safely and securely for client confidentiality

Carried out identification checks and obtained evidence of source of funds to comply with AML

Checked title documentation and reported to the client accordingly

Communicated between clients and the mortgage lenders

Communicated with the clients and third parties - agents and brokers to keep them updated

• Handled case documentation safely and securely for client confidentiality
• Carried out identification checks and obtained evidence of source of funds to comply with AML
• Checked title documentation and reported to the client accordingly
• Communicated between clients and the mortgage lenders
• Communicated with the clients and third parties - agents and brokers to keep them updated
• Attended training webinars to keep up to date with current risks such as phishing/money laundering and conveyancing training to keep up to date with legislation and court cases.
• Met with clients if they wanted to meet in person and often saw clients if they called in the office

• Received, sorted and put mail with the relevant files for the solicitor to deal with
• Typed letters and documents
• Received and made telephone calls to clients and third parties
• Covered reception at lunch on a rota basis
• Dealt with exchanges and completions
• Dealt with post completion requirements

• Updated files and records
• Received requests for meetings and appointments, and updated the calendar
• Built positive relationships with clients
• Addressed enquiries via telephone
• Typed client statements for Personal Injury claims and letters to third parties

• Assisted the Senior Partner who specialised in commercial property
• Received requests for meetings and appointments and the updated calendar
• Typed letters and documents and secretarial duties such as filing
• Organised the distribution of incoming post

• Dealt with incoming post
• Took notes from the partner at the outset of the day with regard to urgent matters
• Typed letters and documents and dealt with post completion requirements
• Dealt with incoming telephone calls and updated third parties
• Dealt with exchanges and completions

• Photocopied
• Responded to telephone enquiries from clients, vendors and members of public as I worked in the reception area
• Filed
• Typed letters, statements etc for the Trainee Solicitor
• Collected the post from the "DX" room on a morning and took it at the end of the day
• Delivered documents and cheques to other local solicitors with regard to completions